Unrest in New Caledonia Is Disrupting Global Nickel Markets

New Caledonia has been under French control since 1853. However, recent French approval of a change to its constitution that may dilute the representation of the island’s indigenous people has sparked violent protests that have impacted transportation, including its international...

Charles Edwards Lowers Aircraft Production Forecasts

Both Boeing and Airbus continue to struggle delivering aircraft, prompting us to revise our full year aircraft production outlook. We are flattening (A320neo, A350) or reducing (737MAX, 787) our forecast for a number of key programs. In the case of...